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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.31B
Hartford Balanced Income R4
Price$14.39
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FMUFX vs HBLSX Comparison Chart
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FMUFX vs. HBLSX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. FMUFX (1.31B). HBLSX pays higher dividends than FMUFX: HBLSX (3.30) vs FMUFX (2.18). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 2.69 vs. HBLSX (1.78). FMUFX return over 5 years is better than : 30.22 vs. HBLSX (16.51).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | -1.569 | 1.837 | -85% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.31B | 11.6B | 11% |
| Annual Yield % from dividends | 2.18 | 3.30 | 66% |
| Returns for 1 year | 2.69 | 1.78 | 152% |
| Returns for 3 years | 16.54 | 8.42 | 196% |
| Returns for 5 years | 30.22 | 16.51 | 183% |
| Returns for 10 years | 39.52 | 31.72 | 125% |
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